787-691-2202 7901 4th St N STE 300, St. Petersburg, FL

Capital Structures, Value Appreciation, Financial Resource Allocation

Corporate Finance

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Consolidation, Companies, Ownership Transfer, Assets, Debts, Transactions

Mergers & Acquisitions

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Property Management, Purchase, Sale, Investment, Development

Real Estate

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ABOUT YOU
What problem can we solve together?
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Corporate Finance

Resource Allocation, Capital Structure, Cash Flow Management, Investment Decisions, Dividend Policy

Mergers & Acquisitions

Market Access, Consolidation, Economies of Scale, Innovation, Financial Restructuring, Diversification

Real Estate

Creative Financing, Market Fluctuations, Affordability, Hidden Defects, Legal Issues, Competitive Markets

Asset Management

Risk Management, Diversification, Performance Optimization, Goal Alignment, Tax Efficiency, Cost Control

ESG at Boomer Haven
Environmental and Social Governance Impacts
Insights
Environmental

Responsible financial practices that contribute to a healthy planet. Incorporating environmental considerations into every aspect of our services

Social

Integrating social responsibility into our services, going beyond traditional metrics, fostering a positive social impact alongside financial success

Governance

Our team, partners, communities, and shareholders are at the center of everything we do. In culture, diversity, collaborative relationships, and ethical conduct.

Financial Management
Corporate Finance

Securing funding through debt & equity to fuel growth. Internal cash flow management. Strategic capital structure design to optimize risk and returns. Strategically maximize shareholder value. Financial resource allocation, ensuring efficiency in all areas.

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Consolidation, Assets & Debts
Mergers & Acquisitions

Strategic partnerships. Navigating M&A transaction complexities, target analysis, transfer of ownership, assets, and liabilities, ensuring smooth and successful integrations, reach expansion, capabilities, market share, and value creation for company and shareholders.

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Property Transactions
Real Estate

Strategic real estate assets purchase and sale. Effective property management. Occupancy rates and rental income optimization. Analyzing market trends, needs portfolio identification, investments, and expansions to generate positive returns.

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Risks & Opportunities
Asset Management

Risk mitigation, diversified portfolio, and financial investments to maximize returns. Corporations, intellectual property, and real estate holdings and management. Opportunity identification, objectives, strategies, strong relationships with relevant institutions and partners.

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WHY CHOOSE US?
Everything we do revolves around our team, clients, communities, and shareholders.
A Modern Approach

The financial landscape is constantly evolving. At Boomer Haven, we understand that staying ahead of the curve is crucial. We utilize cutting-edge technology and data analytics to provide actionable insights tailored to your specific needs. From utilizing AI-powered valuation tools in M&A to incorporating sustainable investing options in asset management, we offer a future-proofed approach to navigating your financial goals.

Unmatched Flexibility

We recognize that every client has unique circumstances and objectives. Our team is committed to adapting our strategies to fit your specific needs. Whether it's crafting a customized capital structure plan, structuring a merger with a phased integration approach, or offering flexible investment options based on your risk tolerance, we provide the agility you need to thrive in today's dynamic market.

Uniquely Qualified Team

Our team isn't just competent, we are exceptional. Our professionals boast not only extensive experience but also a proven track record of success in unconventional solutions. We bring together diverse perspectives and expertise, from seasoned M&A negotiators to real estate specialists with a keen eye for emerging markets. This unique blend of talent allows us to tackle complex challenges from innovative angles, delivering results that set us apart.

Reliably Competent

At Boomer Haven, competence is our cornerstone. We take pride in our team's deep understanding of financial principles, legal nuances, and market trends across corporate finance, M&A, real estate, and asset management. Our rigorous selection process ensures every professional possesses the highest levels of qualification and adheres to stringent ethical standards. We are confident in our ability to deliver results that exceed your expectations.

Underscoring our commitment to excellence.

in and outside the office.

Working hours

Partners

Corporations

Relationships
What people are saying
Words from our esteemed partners.

The approach to problem-solving perfectly complements our innovative spirit and reliance on competent execution to ensure successful project outcomes.

Herman Miller Forecastr

A modern approach in today's rapidly evolving landscape was crucial for us, adapting to our specific needs with unique expertise and unwavering competence.

Jeremy Girad Growtify

A high degree of reliability and competence stands out with ensured leveraged advancements and flexible adjustment to the ever-changing nature of our project.

Alexander Havard SmartHome
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